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Avantax Planning Partners’s O'Reilly Automotive ORLY Stock Holding History

Avantax Planning Partners’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,550
Closed -$129K – 921
2018
Q3 		$129K Buy
+5,550
New +$118K 0.01% 296
2018
Q2 		– Sell
-5,850
Closed -$93K – 1087
2018
Q1 		$93K Buy
+5,850
New +$98.9K 0.01% 420

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avantax Planning Partners's ORLY Position: Q4 2018 in Review

Avantax Planning Partners sold out of O'Reilly Automotive (ORLY) in Q4 2018, closing a stake of 5,550 shares — an estimated $129K sold.

Avantax Planning Partners first reported a position in ORLY in Q1 2018 and held it in 2 quarters. The position peaked at $129K in Q3 2018. 829 funds tracked by Wall St. Rank hold ORLY as of Q4 2018.

  • Avantax Planning Partners reported no remaining O'Reilly Automotive position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 5,550 O'Reilly Automotive shares in Q4 2018, an estimated $129K.
  • Avantax Planning Partners first reported a position in O'Reilly Automotive in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's O'Reilly Automotive position peaked at $129K in Q3 2018.
  • 829 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.